Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic individuals filled with tenacity, integrity, and unconventional thinking. They value a can-do attitude while challenging convention and respect diversity, competency, and flexible leadership in the pursuit of business growth. The role of the junior financial advisor is to provide support to the senior advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.
Responsibilities:
- Responsible for assisting senior advisors in providing financial advice to Investec Private Bank Clients in accordance with FAIS legislation and according to Investec’s professional financial advice guidelines. This includes doing an analysis of the client’s financial affairs (including a Risk inventory) and developing a financial plan (Six Step Financial Planning Process). Ensure that proper record keeping of advice is maintained.
- Assist in conducting annual financial review with clients
- Build and maintain close relationships with Private Bankers. Private Bankers are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and support
- Ensure credibility with clients and Private Bankers through effective service delivery
- Assist with the sales and marketing of Investec Life product range with other distribution or service channels.
- Assist the Client Services Centre should phone in clients require more technical (product and advice) support
- Always operate within the Private Bank business strategies and Investec’s brand guidelines
Experience, skill and capability:
- Understanding of the long-term insurance business and financial markets
- Knowledge of and experience with financial planning processes
- Client service orientated
- Excellent interpersonal skills
- Relationship building and networking
- Ability to organise and prioritise
- Ability to work under pressure
- Team player
- Must have initiative and be tenacious
- Ability to close a deal
- Relevant tertiary qualification or CFP would be preferred
